See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,794 | $176,377-66.1% | $134,143-55.4% | $158,922-62.4% |
| Participation rate | 82.6% | 78.7%+3.9pp | 72.2%+10.4pp | 82.0%+0.7pp |
| Annual return | 13.52% | 63.63%-50.1pp | 36.33%-22.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,337 | $5,040-53.6% | $3,704-36.9% | $4,761-50.9% |
| Participant deferral / active EE | $6,502 | $4,091+58.9% | $3,499+85.8% | $5,982+8.7% |
| Admin fee / account holder | $5,345 | $8,718-38.7% | $6,684-20.0% | $11,246-52.5% |